SMLF ISHARES TR
FollowSHS (fund)
Filings received so far for Q3 2026: 14 13F filers report a position in SMLF shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | 980,722 | $81.9M | 3.29% | -1,912 | 13F-HRTimeline |
| YHB Investment Advisors, Inc. | 229,923 | $19.2M | 1.21% | +7,706 | 13F-HRTimeline |
| Sound Income Strategies, LLC | 183,849 | $15.6M | 0.7% | new | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 94,299 | $7.88M | 0.84% | -20,224 | 13F-HRTimeline |
| Stonebridge Financial Group, LLC | 65,813 | $5.5M | 0.41% | +60,357 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 56,683 | $4.74M | 0.03% | -2,724 | 13F-HRTimeline |
| Wedmont Private Capital | 21,170 | $1.8M | 0.04% | 0 | 13F-HRTimeline |
| Planning Strategies Inc. | 14,655 | $1.22M | 0.73% | -65 | 13F-HRTimeline |
| Cassilly Financial Group LLC | 12,275 | $1.03M | 0.69% | +382 | 13F-HRTimeline |
| LifeGoal Investments, LLC | 7,956 | $665K | 0.2% | -154 | 13F-HRTimeline |
| Weaver Consulting Group | 5,160 | $431K | 0.08% | +1,808 | 13F-HRTimeline |
| Polaris Financial Partners | 616 | $84K | 0.04% | 13F-HRTimeline | |
| Versant Capital Management, Inc | 200 | $16.7K | <0.01% | 0 | 13F-HRTimeline |
| Central Pacific Bank - Trust Division | 36 | $3.01K | <0.01% | 0 | 13F-HRTimeline |